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March 4, 2013
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News covering the insurance and financial advising industry

  Top Story 
  • Groups tell Congress to shield life insurance amid spending cuts
    More than 140 representatives of industry groups, including NAIFA, visited Washington, D.C., last week to tell Congress that life insurance products are essential for Americans and should be protected in any federal spending deals. "We think all good ideas should be on the table to address the nation's fiscal dilemmas. But any proposal that suggests making it harder for American families to build their financial and retirement security should be left off the table," said Dirk Kempthorne of the American Council of Life Insurers. National Underwriter Life & Health (3/1) LinkedInFacebookTwitterEmail this Story
  • Dr. Susan Waters: Insurance groups form a potent coalition to benefit the industry and consumers: NAIFA CEO Dr. Susan Waters addressed 140 members of leading life insurance advocacy groups NAIFA, ACLI, AALU, GAMA, IRI and NAILBA in Washington, D.C., for a Capitol Hill fly in. Read more. LinkedInFacebookTwitterEmail this Story
  Industry News 
  • Experts: Sequestration may have little immediate effect on advisers
    The federal sequestration budget cuts should not affect the investment strategies that financial advisers recommend to clients, experts say. Advisers should monitor the economic impact of the cuts, which could increase with time, and keep clients from panicking, experts say. Clients who work for the federal government face a heightened risk, says Duane Thompson of fi360. (3/1) LinkedInFacebookTwitterEmail this Story
  • Report forecasts growth for investable assets
    Investable assets will continue to grow, says a report from Tiburon Strategic Advisors that projects the figure to hit $80 trillion by 2017. Americans have $12 trillion of retirement assets and other investable assets in equities, the report says. Consumer households' investment in equities has dropped 40% since 2002, to about $5.5 trillion, the report said. National Underwriter Life & Health (3/1) LinkedInFacebookTwitterEmail this Story
  • Few investors have raised questions about 401(k) fees, LIMRA says
    Investors aren't flooding plan sponsors with questions about their 401(k) fees, despite disclosures that sponsors began providing last year. But, according to LIMRA, half of investors still don't know how much they pay in plan fees. Some say both situations are the result of complicated and lengthy language used in the disclosures. USA Today (2/28) LinkedInFacebookTwitterEmail this Story
  Policy Watch 
  • Further input is needed on fiduciary standard, SEC says
    The Securities and Exchange Commission says it wants additional input regarding a proposed uniform fiduciary standard for investment professionals, including its potential effects. "This request for information will help us in our ongoing consideration of alternative standards of conduct for certain broker-dealers and investment advisers, as well as potential harmonization of other aspects of regulation in this area," SEC Chairwoman Elisse Walter said in a statement. (3/1) LinkedInFacebookTwitterEmail this Story
  • Industry expresses mix of optimism, concern over exchanges
    According to research from Edifecs, "many health insurers are embracing the opportunities that exchanges can provide," but industry professionals are concerned that exchanges may not be ready for open enrollment in October and they expressed worry about technology issues the new systems could pose. Some 12 million people are expected to purchase insurance through exchanges in 2014. Insurance Networking News (2/27) LinkedInFacebookTwitterEmail this Story
  Hot Topics 

Top five news stories selected by NAIFA SmartBrief readers in the past week.

  • Results based on number of times each story was clicked by readers.
  Building Your Business 
  • 5 ways to get people to answer your e-mails
    If you want people to actually read and answer your e-mails, get to the point immediately and proofread them before hitting the "send" button, writes Dave Johnson. "[Y]ou'd be surprised how often what makes sense in your head is borderline gibberish when it lands on the screen," he writes. Also, choose subject lines that accurately reflect the content of your messages, he advises. CBS MoneyWatch (2/28) LinkedInFacebookTwitterEmail this Story
  NAIFA News 
  • The principles of effective closing
    There are no mysterious secrets to closing a sale. There are methods that must be learned, principles that must be applied and techniques that must be used. Anyone can acquire the ability to close sales, and through practice, anyone can perfect that ability. Read more on the Advisor Today blog. LinkedInFacebookTwitterEmail this Story
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The person whose doors I enter with most pleasure, and quit with most regret, never did me the smallest favor."
--William Hazlitt,
British writer and philosopher

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